GEMWeekly (17 May 2024): China, India, Malaysia Macro; NetEase, Kakao, Prosus, Naspers
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
234 Views
ECM Weekly (20th May 2024) -Lalatech, Go Digit, Aadhar, TBO Tek, Ecopro, Nexus, Modec, Hyundai Heavy
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
258 Views
Naspers X Prosus (NPN, PRX): Market Reacts Negatively to Appointment of CEO
A recap on the market reaction to the appointment of Bloisi as Naspers and Prosus CEO. Naspers ended the day down 4.09% on Friday. Prosus closed...
635 Views
Tencent (700 HK): Q1 FY24 Results Quick Take, Margin Expansion Drives Decent Set of Results
Tencent reported a decent set of results for Q1 FY24, driven by notable margin expansion across segments (well ahead of consensus estimates).
323 Views
Upgrading Emerging Markets to Market Weight; China/Hong Kong Continue to Bottom; Energy Breakdowns
Upgrading Emerging Markets $EEM $VWO to Market Weight; China/Hong Kong Continue to Bottom $FXI $MCHI $KWEB; Lows Likely in on $ACWI; Commodities...
449 Views